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Aligned ERP

The company ERP for Aligned Tech, a managed IT and AI services firm: a Professional Services Automation platform with a portal for clients.

One system the company runs on.

The company ERP for Aligned Tech, a managed IT and AI services firm: a Professional Services Automation platform with a portal for clients.

live · ERP · PSA · internal platform · AI-assisted

  • 44Data models
  • 50API modules, 400+ endpoints
  • 5Scheduled jobs
  • Mar → Aug 2026Built in

Behind the login

Aligned ERP lives at bridge.aligned-tech.com, one sign-in for the whole company.

Aligned ERP sign-in at bridge.aligned-tech.com
bridge.aligned-tech.com. The app sits behind this login, so the screens past it hold client data and are not shown.

Built end to end

I designed and built Aligned ERP as the operating system for my own company: the data model, the API, the staff app, the client portal, the integrations and the scheduled jobs. It replaced spreadsheets, chat threads and three separate tools with one source of truth.

  • Data model and Postgres schema, 44 tables
  • Express API with role and page permissions
  • React staff app and client portal
  • Integrations: Chatwoot, Nifty, Hudu, WhatsApp, email, OpenAI

Who uses it

  • Admin

    Everything: clients, contracts, tickets, projects, inventory, reports, settings, integrations

  • IT and AI workers

    My Day, their tickets, visits and tasks, Nifty profile, performance

  • Sales agents

    Pipeline, leads, prospect finder, the sales assistant, catalog, their KPIs

  • Clients

    The portal: their contracts, SLA usage, tickets, projects, visits and interactions

What is in it

Twelve modules, each a set of tables, an API module and a page in the staff app.

  1. 01

    Clients and contracts

    Every company with its contacts and infrastructure. Contracts carry the annual price, the remote-support and on-site limits per year, the type (IT or AI development), budget hours and deliverables. Usage is counted against the contract, and contracts auto-expire the night their end date passes.

  2. 02

    SLA tracking

    Remote support tickets come in from the Chatwoot helpdesk through a webhook, are matched to the client's contract and counted against its yearly allowance. Reopened tickets are tracked. Clients see their remaining allowance live in the portal.

  3. 03

    Tickets, visits and maintenance

    The ticket desk with status history and assignment; on-site visits scheduled per contract and worker; maintenance records for hardware brought in, with diagnosis, parts and labour cost, and a delivery date.

  4. 04

    Projects and accountability

    Projects with phases, scope items and working hours, mirrored two ways with Nifty. Every task has a deadline; an hourly job records violations when deadlines slip, with excuses, fairness flags and a log of every deadline change, so delivery can be judged fairly.

  5. 05

    Sales CRM

    Custom pipelines with stages, deals with value, probability, source and expected close, activities, documents, tasks and follow-ups. A won deal converts into a contract. Leads, lead accounts and a product catalog with pricing.

  6. 06

    AI for sales

    A sales assistant that takes a rep's note in Arabic or English ("called Acme, they want a proposal, follow up Friday") and turns it into structured leads, follow-ups and tasks. A prospect finder that scrapes a business picked on the map, matches it to the catalog and drafts a pitch, then saves it as a lead.

  7. 07

    Workers and performance

    Four roles, department scopes, per-page permissions with view, edit and create flags. KPI targets per worker and per period, a performance page, and a My Day view of what is due.

  8. 08

    Inventory

    Stock with SKU, condition, serial, specs, ownership, cost and sell price, supplier, warranty and location. Items assigned to workers, movements logged, low-stock thresholds, sales recorded, and categories.

  9. 09

    Reports and AI digests

    Dashboard metrics for usage, tickets, SLA detail and executive stats. AI reports that read Nifty, the ticket desk and the task boards and write a weekly digest of what the team did, where it is late, and what the board hygiene says.

  10. 10

    Website back office

    The blog, careers and applications, case studies, website contact messages and the website chatbot's audit log are managed here and feed aligned-tech.com.

  11. 11

    Client portal

    A separate login for clients: dashboard, contracts with SLA usage, tickets with counts, projects, visits, interactions, company profile and contacts, password change. Every portal action is audit-logged.

  12. 12

    Audit and logs

    A system audit trail, portal audit logs, webhook logs for every inbound event, and sync logs for Hudu and Nifty.

Connected to the tools the team already uses

Aligned ERP is the hub. The helpdesk, the project tool, the documentation system and WhatsApp all feed it or are fed by it.

  1. Chatwoot (ChatCore)

    Inbound webhook on every conversation change. A resolved conversation becomes a counted support ticket on the right contract. Secret-verified.

  2. Nifty

    Two-way: projects and milestones map to Nifty projects, tasks mirror in, worker profiles pull from Nifty, and a webhook keeps tasks current. Sync logs for every run.

  3. Hudu

    IT documentation. Twenty-one endpoints read companies, assets, articles, websites, expirations, procedures and activity; a mapping ties each Hudu company to a client; a 06:00 and 18:00 sync records new assets and articles.

  4. WhatsApp (Wbiztool)

    Templates and sends. The 09:00 job messages sales reps their deal follow-ups and tasks due today; the 15:00 job sends a three-hour warning for tasks due by end of day.

  5. Email

    SMTP through nodemailer for reminders and portal mail.

  6. OpenAI

    gpt-4o-mini behind the sales assistant, the prospect finder and the weekly digest.

What runs on its own

Five scheduled jobs in Beirut time, plus a catch-up run every time the API starts.

  1. 02:00

    Auto-expire contracts whose end date has passed

  2. 06:00 and 18:00

    Pull from Hudu and record new assets and articles

  3. 09:00

    WhatsApp the sales team: deal follow-ups and tasks due today

  4. 15:00

    Three-hour reminder for tasks due by end of day

  5. Every hour

    Detect and record deadline violations

Stack

API
Node and Express, Sequelize over PostgreSQL, JWT auth with a separate portal secret, helmet, rate limits, validation, winston logging.
Front end
React with react-router, axios, Recharts for the dashboards, lucide icons. One app for staff, one portal for clients.
Jobs
node-cron in the API process, Beirut timezone, with a catch-up run on startup.
AI
OpenAI gpt-4o-mini with tool-style structured outputs for the sales assistant.
Hosting
Live at bridge.aligned-tech.com.